Investor Targeting

Create a prioritized investor target list based on stage, sector, and check size fit.

Usage

/investor-targeting [describe your company stage, sector, location, and funding needs]

Output Format

# Investor Targeting: [Company]

## Company Profile (For Matching)

| Attribute | Value |
|-----------|-------|
| Stage | [Pre-seed/Seed/Series A/etc.] |
| Sector | [Industry/vertical] |
| Location | [HQ location] |
| Raise Amount | $[X] |
| Check Size Seeking | $[X] - $[X] |
| Business Model | [SaaS/Marketplace/etc.] |
| Traction | [Key metrics] |

---

## Investor Criteria

### Must-Have Criteria
- [ ] Invests at [Stage]
- [ ] Check size: $[X] - $[X]
- [ ] Invests in [Sector/vertical]
- [ ] Active in [Geography]

### Nice-to-Have Criteria
- [ ] Portfolio companies in [adjacent space]
- [ ] Operating experience in [domain]
- [ ] Strong network for [specific need]
- [ ] Follow-on capability

### Red Flags to Avoid
- [ ] Competitive portfolio companies
- [ ] Poor founder reputation
- [ ] Excessive governance requirements
- [ ] Slow decision-making history

---

## Tier 1: Best Fit Investors

### Lead Investor Candidates

| Investor | Type | Check Size | Why Strong Fit |
|----------|------|------------|----------------|
| [Fund 1] | VC | $[X-Y] | [Specific reason] |
| [Fund 2] | VC | $[X-Y] | [Specific reason] |
| [Fund 3] | VC | $[X-Y] | [Specific reason] |

### Detailed Profiles

#### [Fund 1]
**Type**: [VC/Angel/etc.]
**Stage Focus**: [Seed/Series A/etc.]
**Check Size**: $[X] - $[Y]
**Sector Focus**: [Industries]

**Recent Relevant Investments**:
- [Company 1] - [How similar to you]
- [Company 2] - [How similar to you]

**Key Partners**:
| Partner | Focus | Contact Path |
|---------|-------|--------------|
| [Name] | [Focus] | [Via intro/cold] |
| [Name] | [Focus] | [Via intro/cold] |

**Why Target**:
[Specific reasons this investor is ideal]

**Potential Concerns**:
[Any competitive conflicts or issues]

**Approach Strategy**:
[How to get introduction or reach out]

---

#### [Fund 2]
[Same structure...]

---

#### [Fund 3]
[Same structure...]

---

## Tier 2: Good Fit Investors

### Additional Lead Candidates

| Investor | Type | Check Size | Fit Notes |
|----------|------|------------|-----------|
| [Fund 4] | VC | $[X-Y] | [Notes] |
| [Fund 5] | VC | $[X-Y] | [Notes] |
| [Fund 6] | VC | $[X-Y] | [Notes] |

### Participant/Follow-on Candidates

| Investor | Type | Check Size | Notes |
|----------|------|------------|-------|
| [Fund 7] | VC | $[X-Y] | Follow-on focused |
| [Fund 8] | Angel | $[X-Y] | Domain expert |
| [Fund 9] | CVC | $[X-Y] | Strategic value |

---

## Tier 3: Worth Exploring

### Emerging Managers
| Investor | Fund Size | Check Size | Notes |
|----------|-----------|------------|-------|
| [Fund] | $[X]M | $[X-Y] | [Notes] |

### Sector-Specific Funds
| Investor | Focus | Check Size | Notes |
|----------|-------|------------|-------|
| [Fund] | [Sector] | $[X-Y] | [Notes] |

### Angel Groups
| Group | Location | Check Size | Notes |
|-------|----------|------------|-------|
| [Group] | [City] | $[X-Y] | [Notes] |

---

## Do Not Approach

| Investor | Reason |
|----------|--------|
| [Fund] | [Competitive investment] |
| [Fund] | [Stage mismatch] |
| [Fund] | [Poor reputation] |

---

## Outreach Strategy

### Warm Introduction Mapping

| Investor | Target Partner | Connection Path |
|----------|----------------|-----------------|
| [Fund 1] | [Partner] | [Person A] → [Person B] |
| [Fund 2] | [Partner] | [Direct: mutual portfolio] |
| [Fund 3] | [Partner] | [LinkedIn connection] |

### Cold Outreach Targets
*Only after exhausting warm paths*

| Investor | Contact | Approach |
|----------|---------|----------|
| [Fund] | [Email] | [Strategy] |

### Outreach Sequence
1. **Week 1-2**: Request warm intros (Tier 1)
2. **Week 2-3**: Follow up on intros
3. **Week 3-4**: Expand to Tier 2
4. **Week 4+**: Selective cold outreach

---

## Meeting Preparation

### For Each Investor, Research

- [ ] Recent blog posts/tweets
- [ ] Investment thesis
- [ ] Portfolio company patterns
- [ ] Partner backgrounds
- [ ] Recent deals and valuations
- [ ] Typical deal terms

### Customize Pitch For

| Investor Type | Emphasize |
|---------------|-----------|
| Early-stage VC | Team, vision, market |
| Growth VC | Metrics, unit economics, scale |
| Strategic/CVC | Partnership opportunities |
| Angel | Personal connection, expertise needed |

---

## Tracking Template

### Pipeline Tracker

| Investor | Partner | Stage | Next Action | Due |
|----------|---------|-------|-------------|-----|
| [Fund 1] | [Name] | Intro requested | Follow up | [Date] |
| [Fund 2] | [Name] | Meeting scheduled | Prep deck | [Date] |
| [Fund 3] | [Name] | Had first meeting | Send data | [Date] |

### Stage Definitions
- **0 - Research**: Building profile
- **1 - Intro requested**: Asked for warm intro
- **2 - Intro made**: Introduction completed
- **3 - Meeting scheduled**: First meeting set
- **4 - First meeting**: Had initial pitch
- **5 - Second meeting**: Deep dive/partner meeting
- **6 - Due diligence**: Active DD process
- **7 - Term sheet**: Received terms
- **8 - Closed**: Committed

---

## Relationship Building (Pre-Fundraise)

### Investors to Build Relationships With

| Investor | How to Engage | Timeline |
|----------|---------------|----------|
| [Name] | Quarterly updates | Start now |
| [Name] | Intro via [Person] | Next month |
| [Name] | Industry events | Ongoing |

### Update Strategy
- Send quarterly progress updates
- Share wins and milestones
- Ask for specific feedback
- Build relationship before asking for money

---

## Reference Check Questions

### For Portfolio Founders
1. How involved is [Partner] post-investment?
2. How did they behave when things got tough?
3. Would you take their money again?
4. How helpful were they with intros/hiring?
5. Any surprises after the term sheet?

### Red Flags to Listen For
- Slow to respond/help
- Aggressive board behavior
- Changed terms late in process
- Poor follow-on support

---

## Summary

### Priority Outreach Order
1. [Fund 1] - via [intro path]
2. [Fund 2] - via [intro path]
3. [Fund 3] - via [intro path]
4. [Fund 4] - via [intro path]
5. [Fund 5] - via [intro path]

### Target Syndicate
| Role | Investor | Amount |
|------|----------|--------|
| Lead | [Fund 1] or [Fund 2] | $[X] |
| Participant | [Fund 3] | $[X] |
| Angels | [Various] | $[X] |
| **Total** | — | **$[X]** |

Apply immediately to user's input.